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Dakota Wealth Management’s D.R. Horton DHI Stock Holding History

Dakota Wealth Management’s Portfolio DHI Stock Details DHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,293
Closed -$247K – 764
2024
Q3 		$247K Buy
+1,293
New +$227K 0.01% 641
2024
Q2 		– Sell
-1,344
Closed -$221K – 729
2024
Q1 		$221K Buy
+1,344
New +$201K 0.01% 649

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dakota Wealth Management's DHI Position: Q4 2024 in Review

Dakota Wealth Management sold out of D.R. Horton (DHI) in Q4 2024, closing a stake of 1,293 shares — an estimated $247K sold.

Dakota Wealth Management first reported a position in DHI in Q1 2024 and held it in 2 quarters. The position peaked at $247K in Q3 2024. 1,130 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

  • Dakota Wealth Management reported no remaining D.R. Horton position as of Q4 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 1,293 D.R. Horton shares in Q4 2024, an estimated $247K.
  • Dakota Wealth Management first reported a position in D.R. Horton in Q1 2024 and held it in 2 quarters.
  • Dakota Wealth Management's D.R. Horton position peaked at $247K in Q3 2024.
  • 1,130 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on Dakota Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.